Heffernan Financial Named As One of Nation's Top DC Advisor Teams and Top DC Advisor Multi-Office Firms

ARLINGTON, Va. and SAN FRANCISCO, June 3, 2025 /PRNewswire/ -- Heffernan Financial has been named to the prestigious National Association of Plan Advisors' (NAPA) list of the nation's top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million. As well as the Top DC Advisor Multi-Office Firms with assets under advisement of at least $1 billion.

For the Top DC Advisor Team list focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location.

For the Top DC Advisor Multi-Office Firms list focuses on organizations that have more than one office or physical location, and the assets under advisement related to their defined contribution (DC) practice.

The inaugural list was published in 2017.  

"Since their inception, NAPA's various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically," said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation's leading online resource for retirement plan advisors. "The NAPA Top DC Advisor Teams and Multi-Office Firms are ranked by self-reported DC assets under advisement and highlight the positive impact they're making on the nation's private retirement system."

The Top DC Advisor Team list featured 431 teams representing 43 states and the District of Columbia. Whereas the Top DC Multi-Office list featured 42 organizations representing 43 states and the District of Columbia.

Sullivan added, "As the nation's voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams."

The list of NAPA's Top DC Advisor Teams is available online at https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-topdcadvisorteams---2025/. The list of NAPA's Top DC Mutli-Office Teams is available online at https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-multioffice/2025/.

About the National Association of Plan Advisors (NAPA)

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.

About Heffernan Financial

Heffernan Financial is a full-service financial services firm, offering strategies and solutions for corporations, foundations, and individuals. With a dedicated team focused solely on retirement plans, the group has over 100 years of experience in consulting and advisory services.

Heffernan Financial believes that all employees deserve the ability to retire on their terms as a reward for a lifetime of hard work. They champion this cause by working with clients to create a comprehensive retirement plan. Being both vendor and investment neutral, Heffernan Retirement Services acts as your true independent consultant.

For more information, visit heffgroupfs.com.

The NAPA Top DC Advisor Team list highlights the nation's leading retirement plan advisor firms. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2024, unless otherwise noted.

The NAPA Top DC Multi-Office Firm list is based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2024 (unless otherwise noted) for the organizations that submitted data. This year's list represents more than $2 trillion in assets under advisement.

The financial professionals at Heffernan Financial are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC and Heffernan Financial are separate non-affiliated entities from LPL Financial.

SOURCE Heffernan Financial Services